CarMax (KMX): FY26 Q2 earnings call, Sep 25, 2025

Thu, Sep 25Earnings callSpeaker-labelled transcriptCarMax

No Kalshi or Polymarket word markets were listed for CarMax’s Sep 25, 2025 earnings call (FY26 Q2). The transcript is searchable below (quotes of at most 25 words).

Updated

Transcript

quotes of at most 25 words

Speaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.

23 matches for “Inventory”; 5 quoted, at least 25 words apart.

Bill Nashcompanyprepared

…performance in the second quarter in two ways. First, we ramped our inventory ahead of the second quarter to support this growth. Across May through…

Bill Nashcompanyprepared

…margin to drive sell-through, and we intentionally slowed buy to balance our inventory with sales. This strategy has worked as both price competitiveness and inventory…

Bill Nashcompanyprepared

…comps were down 6.3%. Pressured performance across our age zero to five inventory were partially offset by increased sales in older, higher mileage vehicles. Average…

Bill Nashcompanyprepared

…a direct result of a decision to pull back offers to rightsize inventory. We are no longer intentionally slowing buy and expect to see year-over-year…

Bill Nashcompanyqa

…exactly how much each one is. But know, my commentary around buying inventory up and then seeing that depreciation happen, I would say that is…

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